| Name | Title | Contact Details |
|---|---|---|
Connor Frazee |
Director of Information Security | Profile |
Karen Coker |
Director of Third Party Risk and Vendor Management | Profile |
Every organization has a story. Many are typical accounts of significant financial transactions, notable business acquisitions, facility openings, ribbon-cuttings and the like, generously sprinkled with the obligatory nods to navy-jacketed men and women. But good organizations, actually great organizations, tell stories that capture the audience’s imagination from the very start—stories that make you dream, that stand a paradigm on its head or that expose you to ways of thinking you hadn’t considered before. For many of these organizations, their account spans the decades and even the centuries; for others, their tale has just begun. The genesis for First West’s story occurred several years ago around a kitchen table in Abbotsford when two golfing buddies, who were also CEOs of well-established credit unions, decided there had to be better ways for credit unions to grow and expand in their competitive industry than through traditional mergers. Such traditional mergers were usually an immediate plus for the financial statements but carried a tremendous cost to local brand awareness, local decision-making and local market focus. Not long after, with only an idea and belief that things could be different and better, Valley First and Envision Financial began a journey together to draft the blueprint of a partnership that had the potential to achieve what was to that point only imagined. So the partnership began, with trying, learning, rethinking, recalibrating and on occasion, failing—but always believing. And the outcome was none other than we now call First West. Chapter by chapter, scene by scene, the First West story continues to unfold, with a third partner now on the journey. Enderby & District Financial and its members recongnized the times and led with courage, weaving their hopes into the First West vision of what can be. More than just a credit union and a partnership, First West is a concept and an idea—like the start of an adventure. It’s an experience certain to awaken the mind, heart and spirit to another way of doing financial services in Canada. And so First West’s story, our story, has in many ways just begun.
165 Services is a Tampa, FL-based company in the Financial Services sector.
Tangent Data Services was founded in the fall of 2012 to address the need for: 1) technology driven real-time data analytics and 2) Big Data driven actionable insights for investment professionals. Big Data has experienced explosive growth and is currently disrupting many legacy business models. To date, the investment community has not embraced the power of Big Data and Tangent Data Services is at the forefront of the next generation of data analytics empowering fundamental analysts to leverage Big Data. Tangent Data Services strives to partner with our clients and provide investors with real-time data points and companywide – as well as specific product and subscription – trends to enhance their investment performance. We arm investors with key intra-period (ie, daily, weekly, monthly, or quarterly) insights, data points and trends -- allowing them to act before their peers and before the information is reflected in market prices. Our real-time aggregation and analysis is based on data that is exclusive to Tangent Data Services. Our proprietary data provides Tangent's clients with actual consumer behavior in real-time through the processing of nearly 2.5 billion emails each quarter. Tangent’s analytics have identified numerous money making opportunities for investors. Clients use our real-time data in many ways including: 1) monitoring intra-period key data points/trends and 2) uncovering potential quarterly key metrics surprises. Our team has significant experience in the investment management business - both in managing investments and in servicing investors. We also possess a deep understanding of technology, engineering, data management and analysis, and e-business. We are an independent data aggregation and analytics firm and we do not offer investment recommendations.
First Community Federal Credit Union is a Kalamazoo, MI-based company in the Financial Services sector.
The Fred Group is a Toronto, ON-based company in the Financial Services sector.